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2026 Market Outlook
Outlook Finding true “mettle” in a gilded market.
2026 Mid-year Outlook
From broadening market leadership to inflation risks, explore the themes influencing portfolios for the rest of the year.
What’s in store for 2026?
Quantitative investing
Advanced technologies and human insight are transforming investing by unlocking new sources of return across global markets.
International markets
International equities offer compelling value, supported by policy tailwinds and structural growth across global markets.
Energy and commodities
Regionalization, infrastructure gaps and supply strain are reshaping energy markets and redefining investment value.
Private markets
Private markets show strong potential through mid-market deals, resilient credit and growing secondary activity.
Asset mix recommendations
The Mackenzie Investments Global Investment Committee’s view on portfolio weightings.
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